The Direct Sales Specialist grows revenue and builds relationships within Tier 1 and Tier 2 accounts by exceeding targets, leveraging user bases, and developing growth plans.
Direct Sales Specialist (India)
The Group: Morningstar's Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: Advisor, Asset Management, Retirement, Alliances & Redistributor.
The Role: Morningstar's Business Development Team seeks a highly motivated Direct Sales Specialist (DSS) focused on growing revenue and building relationships within our accounts. Aligned with the Business Development representatives for those accounts, you will work opportunistically to deepen our footprint of Morningstar Direct. This role covers opportunities across India and will be based in our Mumbai office.
You will align closely with the India Sales team to leverage existing relationships and identify new buying centers across global institutions operating in India, along with a few select, high-potential local institutions that align strategically with our Direct growth priorities. The position will focus on both new business acquisition and growing the existing Direct footprint within assigned accounts.
A strong understanding of India's asset management, wealth, and advisory landscape will be critical. Additionally, collaboration with local client success, product, research and marketing teams will be important to deliver results.
Responsibilities:
Requirements:
Morningstar is an equal opportunity employer.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
The Group: Morningstar's Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: Advisor, Asset Management, Retirement, Alliances & Redistributor.
The Role: Morningstar's Business Development Team seeks a highly motivated Direct Sales Specialist (DSS) focused on growing revenue and building relationships within our accounts. Aligned with the Business Development representatives for those accounts, you will work opportunistically to deepen our footprint of Morningstar Direct. This role covers opportunities across India and will be based in our Mumbai office.
You will align closely with the India Sales team to leverage existing relationships and identify new buying centers across global institutions operating in India, along with a few select, high-potential local institutions that align strategically with our Direct growth priorities. The position will focus on both new business acquisition and growing the existing Direct footprint within assigned accounts.
A strong understanding of India's asset management, wealth, and advisory landscape will be critical. Additionally, collaboration with local client success, product, research and marketing teams will be important to deliver results.
Responsibilities:
- Exceed growth targets.
- Work with Business Development to bring Morningstar Direct opportunities from trial to close.
- Identify new business groups and opportunities within the accounts, and work to replicate success across the team.
- Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
- Master product demonstrations and knowledge of product capabilities and benefits.
- Develop growth plans for accounts and territory.
- Document daily activities in SFDC.
Requirements:
- Candidates should have 5+ years of business development, client service consultant (CSC) and/or account management experience in the finance and investment industry.
- Proven track record of exceeding prior targets.
- Hands-on, organized individuals who can build long-term client relationships.
- Strong leadership, long-range planning, and time-management skills are essential.
- Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
- Ability to understand complex investment requirements.
- A bachelor's degree required; MBA or CFA a plus.
- English language speaker.
Morningstar is an equal opportunity employer.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Top Skills
SFDC
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